SEC Form ADV (XLSX Metrics)
Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.
Summary
Assets & Accounts
- RAUM (total)202,619,396,821.0
- RAUM (discretionary)192,876,327,105.0
- Actionable assets200,089,670,565.0
- Accounts (total)1,464.0
Institutional Clients
- Government AUM1,172,249,125.0
- Pension AUM116,789,398,487.0
- Charitable AUM53,542,795,401.0
- HNW AUM—